Integrate Surveys & Salesforce
Enjoy Next Level CRM Sophistication With Salesforce
Once integrated, your surveys push data to Salesforce, automatically creating and updating lead profiles. For existing contacts, SurveyGizmo pulls profile information, so you never ask the same question twice.
Integration with Salesforce Marketing Cloud
Salesforce integration doesn’t stop at lead profiles. With Marketing Cloud, survey responses can trigger immediate email responses, from promotional and transactional to customer service follow-ups.
To find out more about Salesforce integration, fill out the contact form and an Account Representative will reach out to you. For immediate assistance, call us at 720-496-2316.
More Salesforce flexibility than any other platform
Pull from Salesforce
Personalize and customize the experience on your forms and surveys by pulling information from your Salesforce account into SurveyGizmo. Greet respondents by name and drive form logic to show only the best content and questions.
Push to Salesforce
Make your data actionable in Salesforce in real time. Push the data collected in SurveyGizmo forms and surveys to standard or custom objects, making the data available to drive workflow rules, reporting dashboards and more.
Create New Records
Leverage the information collected with SurveyGizmo by creating new records in Salesforce. Work with Salesforce standard objects or with custom objects you've created in Salesforce.